iShares 0-1 Year Treasury Bond ETF
225 hedge funds and large institutions have $4.03B invested in iShares 0-1 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 29 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 55
37% more funds holding in top 10
Funds holding in top 10: 19 → 26 (+7)
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
4% more funds holding
Funds holding: 217 → 225 (+8)
1.5% less ownership
Funds ownership: 29.08% → 27.57% (-1.5%)
7% less capital invested
Capital invested by funds: $4.34B → $4.03B (-$311M)
Top Buyers
| 1 |
Betterment LLC
New York
|
+$168M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$74.8M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$50M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$35.9M |
| 5 |
Morgan Stanley
New York
|
+$34.1M |
Top Sellers
| 1 |
BlackRock
New York
|
-$443M |
| 2 |
Citigroup
New York
|
-$262M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$32.1M |
| 4 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$30.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$23.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -94 | Closed |
|
|
CF
252
Centaurus Financial
Anaheim,
California
| – | -$4K | -40 | Closed |
|
253
UBS AM
Chicago,
Illinois
| – | -$4.31K | -39 | Closed |
|
|
B
254
Bridgeworth
Birmingham,
Alabama
| – | -$3K | -30 | Closed |
|
SHV Hedge Fund Activity: Q3 2018 in Review
225 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2018, worth a combined $4.03B — down 7.2% from $4.34B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SHV positions and 29 closed out — a net gain of 9 holders — while 90 added to existing stakes and 55 trimmed.
The largest buyer was Betterment LLC, adding an estimated $168M. The largest seller was BlackRock, cutting an estimated $443M.
- 225 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2018, up from 217 in Q2 2018.
- Funds reported $4.03B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2018, down 7.2% quarter-over-quarter.
- 38 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2018 and 29 closed out, a net change of +9 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2018 was Betterment LLC, an estimated $168M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2018 was BlackRock, an estimated $443M sold.
Based on aggregated 13F filings for Q3 2018.